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To add a document for the client, click on the Upload Button on the Documents Tab. More than one document can be uploaded at a time.
First, click on Select and choose the document to be uploaded. For multiple documents, you can select more than one at a time in the file window or simply complete this step for each individual document. The chosen document will appear at the top of the pop-up window, as shown below. Once all documents have been selected, click on Upload.
The document(s) will appear below the button options for managing documents on this tab:
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